Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content 16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.